limit staff bookings per time slot

Question

Hi,

I am the manager of a research group that uses your platform to schedule appointments related to participant evaluations. We have set up different services depending on each participant's needs and have successfully limited which staff members can be assigned to each service.

We are now looking to prevent a staff member from being double-booked during the same time slot. For example, if a staff member is assigned to a service from 9:00 a.m. to 10:00 a.m., we would like the system to automatically block that staff member from being booked for any other service during that same period.

Could you let us know if this functionality is available and, if so, how to configure it?

Answer 1

Hi Rosario,

Good day, and thank you for the detailed description of your concern.

I conducted a test based on the scenario you described and would like to share what I found.

I created two test services, one named "3" and the other "4", and assigned the same two staff members to both services.

For service"3", I went to:

• Services > 3 > Edit service > Basic details and set the Duration to 1 hour.

Under the Availability section, I selected Bookable when staff are free.

I then created a test booking for service"3" on July 27 and selected one of the staff members at 9:00 AM.

After that, I opened the booking page for service"4" and selected the same staff member and the same date.

When I attempted to create another booking, the 9:00 AM time slot was not available. The earliest available time shown was 10:00 AM.

Based on this behavior, Bookings appears to recognize that the staff member already has an appointment during that time period and prevents the same staff member from being booked for another service at the same time when the service is configured as Bookable when staff are free.

You may wish to perform a similar test in your environment and see whether the behavior meets your scheduling requirements.

I hope this information is useful. Thank you for taking the time to raise this question. If you need any further clarification or assistance, please feel free to leave a comment under this post.

If you find my post useful, kindly consider upvoting it. Doing so can assist others in the community who may have similar questions in finding solutions more quickly.

Thank you for your kindness and contributions to the forum.

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